Altimeter Capital says the AI trade is entering a phase where stock selection matters more than narratives, as infrastructure spending…
Browsing: Markets & Investments
A legendary Fidelity investor says Tesla’s valuation has drifted far beyond anything supported by comparable businesses or realistic assumptions. In…
Michael Burry is escalating his criticism of Tesla, noting that its valuation rests on ideas that destroy shareholder value rather…
The US stock market’s growing dependence on a small group of AI leaders, particularly OpenAI, is creating a fragile setup…
A major shift is underway in how everyday investors research, construct and personalize portfolios as agentic AI moves into core…
A prominent Wall Street veteran is warning that Tesla’s (TSLA) valuation is becoming increasingly disconnected from the fundamentals of its…
The next wave of US technology initial public offerings (IPOs) could eclipse the entire public listings market witnessed last year.…
Fundstrat’s head of technical strategy says US equities may be nearing the end of their recent pullback, setting the stage…
A veteran investor believes that the rally driven by the AI trade is not over, despite numerous calls that 2026…
Silver’s sharp moves over the past few days have reignited bubble talk across markets, but macro investor and mining entrepreneur…